TXNM Energy Inc
TXNM- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0001108426
No open-market purchases or sales by TXNM Energy Inc insiders were filed in the last 90 days; 385 institutions reported holding it in 13F filings for Q2 2026, worth $6.33B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in TXNM Energy Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 385
- +12 vs. Q1 2026
- Shares held
- 111.6M
- +2.42M (+2.2%) vs. Q1 2026
- Total value
- $6.33B
- −$44.0M (−0.7%) vs. Q1 2026
- New holders
- 48
- 153 more added
- Sold out
- 36
- 120 more reduced
7 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TXNM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 385 | $6.33B |
| Q1 2026 | 380 | $6.40B |
| Q4 2025 | 379 | $6.41B |
| Q3 2025 | 365 | $5.97B |
| Q2 2025 | 351 | $6.00B |
| Q1 2025 | 323 | $5.19B |
| Q4 2024 | 301 | $4.86B |
| Q3 2024 | 300 | $3.90B |
| Q2 2024 | 282 | $3.24B |
| Q1 2024 | 276 | $3.21B |
| Q4 2023 | 299 | $3.53B |
| Q3 2023 | 298 | $3.77B |
| Q2 2023 | 287 | $3.68B |
| Q1 2023 | 291 | $3.88B |
| Q4 2022 | 295 | $3.83B |
| Q3 2022 | 269 | $3.67B |
| Q2 2022 | 259 | $3.79B |
| Q1 2022 | 261 | $3.89B |
| Q4 2021 | 262 | $3.53B |
| Q3 2021 | 262 | $3.77B |
| Q2 2021 | 261 | $3.63B |
| Q1 2021 | 255 | $3.75B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding TXNM Energy Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ares Financial Consulting, LLC | 536 | $30.4K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 522 | $29.7K | 0.00% | +522 | New |
| Cape Investment Advisory, Inc. | 507 | $28.8K | 0.01% | +507 | New |
| Los Angeles Capital Management LLC | 480 | $27.3K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 476 | $27.0K | 0.00% | +5+1.1% | Added |
| Fortis Group Advisors, LLC | 400 | $22.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 389 | $22.1K | 0.00% | +231+146.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 377 | $21.4K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 371 | $21.1K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 370 | $21.0K | 0.00% | −610−62.2% | Reduced |
| Harbor Capital Advisors, Inc. | 376 | $21.0K | 0.00% | −72−16.1% | Reduced |
| Stone House Investment Management, LLC | 317 | $18.0K | 0.00% | +162+104.5% | Added |
| Assetmark, Inc | 305 | $17.3K | 0.00% | +183+150.0% | Added |
| Silver Grove Financial Group, Inc. | 303 | $17.2K | 0.01% | +303 | New |
| Private Wealth Management Group, LLC | 280 | $15.9K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 250 | $14.2K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 250 | $14.2K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 249 | $14.1K | 0.00% | +52+26.4% | Added |
| Manchester Capital Management LLC | 225 | $12.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 224 | $12.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 219 | $12.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 201 | $11.4K | 0.00% | +18+9.8% | Added |
| Atlantic Union Bankshares Corp | 199 | $11.3K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 192 | $10.9K | 0.00% | +4+2.1% | Added |
| Smithfield Trust Co | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 155 | $8.80K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 139 | $8.00K | 0.00% | +13+10.3% | Added |
| Rothschild Investment LLC | 116 | $6.59K | 0.00% | −147−55.9% | Reduced |
| Brown Brothers Harriman & Co | 100 | $5.68K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 95 | $5.39K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 87 | $4.94K | 0.00% | +51+141.7% | Added |
| Cornerstone Planning Group LLC | 80 | $4.66K | 0.00% | +12+17.6% | Added |
| Farmers & Merchants Investments Inc | 81 | $4.60K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 79 | $4.50K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 76 | $4.32K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 72 | $4.03K | 0.00% | +72 | New |
| Acumen Wealth Advisors, LLC | 68 | $3.86K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 63 | $3.58K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 59 | $3.35K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 59 | $3.35K | 0.00% | +42+247.1% | Added |
| Sachetta, LLC | 54 | $3.07K | 0.00% | +54 | New |
| WPG Advisers, LLC | 54 | $3.07K | 0.00% | +20+58.8% | Added |
| Huntington National Bank | 53 | $3.01K | 0.00% | −414−88.7% | Reduced |
| Millstone Evans Group, LLC | 53 | $3.01K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 50 | $2.84K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 47 | $2.66K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 43 | $2.44K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 42 | $2.38K | 0.00% | +9+27.3% | Added |
| JFS Wealth Advisors, LLC | 41 | $2.33K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 36 | $2.04K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 34 | $1.93K | 0.00% | −1,706−98.0% | Reduced |
| Clearstead Advisors, LLC | 33 | $1.88K | 0.00% | +8+32.0% | Added |
| Sankala Group LLC | 30 | $1.73K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 30 | $1.70K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 27 | $1.53K | 0.00% | +8+42.1% | Added |
| Essential Partners LLC | 27 | $1.53K | 0.00% | −15−35.7% | Reduced |
| SHP Wealth Management | 27 | $1.53K | 0.00% | +15+125.0% | Added |
| SJS Investment Consulting Inc. | 26 | $1.49K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 26 | $1.48K | 0.00% | +9+52.9% | Added |
| International Assets Investment Management, LLC | 26 | $1.48K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 24 | $1.36K | 0.00% | −11−31.4% | Reduced |
| Kilter Group LLC | 22 | $1.25K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 22 | $1.25K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 22 | $1.23K | 0.00% | +2+10.0% | Added |
| Avion Wealth | 32 | $1.00K | 0.00% | +32 | New |
| Financial Network Wealth Advisors LLC | 14 | $795 | 0.00% | +14 | New |
| American Capital Advisory, LLC | 14 | $795 | 0.00% | +14 | New |
| Ameriflex Group, Inc. | 14 | $795 | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $739 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $568 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 10 | $568 | 0.00% | +8+400.0% | Added |
| Elequin Capital LP | 9 | $511 | 0.00% | −144−94.1% | Reduced |
| Ronald Blue Trust, Inc. | 9 | $511 | 0.00% | −59−86.8% | Reduced |
| Financial Management Professionals, Inc. | 8 | $454 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 7 | $397 | 0.00% | +7 | New |
| Planning Strategies Inc. | 6 | $341 | 0.00% | +6 | New |
| Horizon Investments, LLC | 2 | $227 | 0.00% | −2−50.0% | Reduced |
| SBI Securities Co., Ltd. | 4 | $227 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 4 | $227 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 3 | $170 | 0.00% | +3 | New |
| Wealth Enhancement Trust Services, Inc. | 3 | $170 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 2 | $114 | 0.00% | −18−90.0% | Reduced |
| TFC Financial Management | 2 | $114 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $114 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $114 | 0.00% | 00.0% | Unchanged |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −1,532,247−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −151,009−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −150,600−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −150,025−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −131,813−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −101,074−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −71,000−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −59,911−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −53,105−100.0% | Sold out |
| Reaves W H & Co Inc | 0 | $0 | 0.00% | −41,188−100.0% | Sold out |
| DLD Asset Management, LP | 0 | $0 | 0.00% | −34,405−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −26,846−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −23,295−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −21,656−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −20,505−100.0% | Sold out |